Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.17%
3 year
4.71%
5 year
-0.46%
10 year
2.03%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
5.70%
Sharpe
0.64
Sortino
1.09
Max drawdown
-17.32%
Best month
4.42%
Worst month
-4.46%
Beta vs VBTLX
0.99
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.